Fees & Compensation

Transparent fees with flexibility to fit your specific needs.

FINANCIAL PLANNING

One-time fee that covers a customized review of your financial situation, goals, and needs with specific recommendations.

$2,500-$10,000 *Fees range depending on situation and complexity.

  • Building, protecting and distributing wealth
  • Portfolio construction
  • Asset allocation
  • Estate planning
  • Life insurance
  • College funding
  • Retirement planning
  • Executive compensation

HOURLY PROJECT RATE

For project plans specific to a target area without a full financial plan. Common situational examples listed below

$250-$500/Hour (Est. Hours Provided at agreement)

  • Social Security Maximization
  • Risk Evaluation & Risk Score
  • Allocation Review
  • Insurance Review
  • Investment Evaluation

ONGOING PLANNING

For ongoing support, guidance & review. Clients may elect to continue a planning relationship for a flat monthly fee.

$200/Month *REQUIRES COMPLETED FINANCIAL PLAN.

  • Continued access with Advisor
  • Scheduled Reviews & Proactive Call-outs
  • Track progress to success over time
  • Adapt to life events & changing needs

WEALTH MANAGEMENT

We will design, implement and manage an investment strategy, including investment research, analysis, and selection.

0.5%-1.25% Annually (see fee schedule for more details)

Wealth Management clients view professional management as a way to accomplish investment objectives while freeing up valued personal time.

NEED TO KNOW MORE? SCHEDULE A CALL NOW!

Book a brief, complimentary phone call.

We understand every situation is different & your choice of not only who to work with but how to work with them is difficult. Schedule a complimentary call to get to know us while getting your questions answered!